-25.3%
SWK vs NIO
-92.1%
+66.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.9% | -6.3% | -1.3% |
| 7D | +11.0% | +5.6% | +5.4% | +10.1% |
| 30D | +30.1% | -4.2% | +34.3% | +30.8% |
| 3M | +14.7% | -26.3% | +41.0% | +19.8% |
| 6M | +44.5% | -42.5% | +87.0% | +56.0% |
| YTD | +59.4% | -33.5% | +92.9% | +66.5% |
| 1Y | +77.5% | -52.7% | +130.2% | +95.4% |
| 3Y | +49.5% | -57.5% | +106.9% | +56.6% |
| All | -25.3% | -92.1% | +66.8% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling